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Geller Advisors’s Duke Energy DUK Stock Holding History

Geller Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$246K Hold
2,279
– – 0.02% 227
2024
Q3 		$263K Buy
2,279
+86
+4% +$9.57K 0.02% 225
2024
Q2 		$220K Hold
2,193
– – 0.02% 247
2024
Q1 		$212K Buy
2,193
+34
+2% +$3.23K 0.02% 260
2023
Q4 		$210K Buy
+2,159
New +$196K 0.02% 254

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geller Advisors's DUK Position: Q4 2024 in Review

Geller Advisors held its Duke Energy (DUK) position steady in Q4 2024 at 2,279 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #227.

Geller Advisors first reported a position in DUK in Q4 2023 and has held it in 5 quarters since. The position peaked at $263K in Q3 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Geller Advisors held 2,279 shares of Duke Energy worth $246K as of Q4 2024.
  • Geller Advisors left its Duke Energy share count unchanged in Q4 2024.
  • Duke Energy made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #227 holding.
  • Geller Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 5 quarters since.
  • Geller Advisors's Duke Energy position peaked at $263K in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.